T-Mobile Has Most to Lose from Price War -- Market Talk

Dow Jones

Nov 21

0757 ET - T-Mobile's competitors are lowering prices and as a result its decade-long run of outsized share gains could come to an end, says Oppenheimer analyst Timothy Horan, who downgrades the stock to perform from outperform. Comcast has aggressively lowered broadband prices and Verizon's new leadership will likely look to bring its sector-topping prices more in-line with peers. T-Mobile has the most to lose from this competitive environment. "We suspect this intense competition will last a year or two, and ultimately TMUS will look to increase prices and slow share gains. In the meantime, it could see multiple compression," Horan says. T-Mobile is off 1% premarket.(nicholas.miller@wsj.com)

(END) Dow Jones Newswires

November 21, 2025 07:57 ET (12:57 GMT)

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Comcast has aggressively lowered broadband prices and Verizon's new leadership will likely look to bring its sector-topping prices more in-line with peers. T-Mobile has the most to lose from this competitive environment. \"We suspect this intense competition will last a year or two, and ultimately TMUS will look to increase prices and slow share gains. In the meantime, it could see multiple compression,\" Horan says. T-Mobile is off 1% premarket.(nicholas.miller@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 21, 2025 07:57 ET (12:57 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>T-Mobile Has Most to Lose from Price War -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nT-Mobile Has Most to Lose from Price War -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-21 20:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0757 ET - T-Mobile's competitors are lowering prices and as a result its decade-long run of outsized share gains could come to an end, says Oppenheimer analyst Timothy Horan, who downgrades the stock to perform from outperform. Comcast has aggressively lowered broadband prices and Verizon's new leadership will likely look to bring its sector-topping prices more in-line with peers. T-Mobile has the most to lose from this competitive environment. \"We suspect this intense competition will last a year or two, and ultimately TMUS will look to increase prices and slow share gains. In the meantime, it could see multiple compression,\" Horan says. T-Mobile is off 1% premarket.(nicholas.miller@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 21, 2025 07:57 ET (12:57 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1280957306.USD","symbol_name":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2585438701","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2585438701","pubTimestamp":1763729820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0757 ET - T-Mobile's competitors are lowering prices and as a result its decade-long run of outsized share gains could come to an end, says Oppenheimer analyst Timothy Horan, who downgrades the stock to perform from outperform. 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Comcast has aggressively lowered broadband prices and Verizon's new leadership will likely look to bring its sector-topping prices more in-line with peers. T-Mobile has the most to lose from this competitive environment. \"We suspect this intense competition will last a year or two, and ultimately TMUS will look to increase prices and slow share gains. In the meantime, it could see multiple compression,\" Horan says. T-Mobile is off 1% premarket.(nicholas.miller@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  November 21, 2025 07:57 ET (12:57 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}